# Robert Bartley

> Robert Bartley is a fee-only financial advisor at Bartley Financial Advisors in Bedford, New Hampshire, who holds the CFP and CPA credentials. Robert charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed) and focuses on tax planning, physicians & residents and estate & legacy planning.

Page: https://find.wellspent.co/advisors/robert-bartley/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Bartley Financial Advisors
- **Based in:** Bedford, New Hampshire
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $151.6M across 497 accounts
- **Credentials:** CFP, CPA
- **Specialties:** Tax planning, Physicians & residents, Estate & legacy planning
- **Works with:** Physicians
- **CRD:** 3070452 (https://adviserinfo.sec.gov/individual/summary/3070452)
- **SEC registration:** Investment adviser representative in MA, NH
- **Exams passed:** Series 63 (1998)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://bartleyfinancial.com

## Frequently asked questions

### Is Robert Bartley a fee-only financial advisor?

Yes. Robert Bartley is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.

### How does Robert charge for financial advice?

Robert charges a percentage of assets and an ongoing planning fee.

### How much does Robert charge?

According to Bartley Financial Advisors's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Where is Robert Bartley based?

Robert Bartley is based in Bedford, New Hampshire.

### What does Robert specialize in?

Robert's specialties include tax planning, physicians & residents and estate & legacy planning. Robert works with physicians.

### What credentials does Robert Bartley hold?

Robert Bartley holds the CFP and CPA credentials.

### Is Robert Bartley registered with the SEC?

Yes. Robert Bartley is registered as an investment adviser representative in MA and NH (CRD 3070452), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Bartley Financial Advisors manage?

Bartley Financial Advisors reports $151.6M across 497 accounts in assets under management.

### How do I contact Robert Bartley?

Through Robert's website, bartleyfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5844): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://bartleyfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.